+64,642.4%
COHR vs TER
+15,250.0%
+49,392.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -0.4% |
| 7D | +13.0% | +12.4% | +0.6% | +9.1% |
| 30D | -6.7% | +5.1% | -11.8% | -7.7% |
| 3M | -14.7% | +4.0% | -18.7% | -14.6% |
| 6M | +20.3% | +29.5% | -9.3% | +12.8% |
| YTD | +64.4% | +98.5% | -34.0% | +36.5% |
| 1Y | +205.9% | +234.1% | -28.2% | +118.4% |
| 3Y | +814.1% | +289.0% | +525.1% | +530.0% |
| 5Y | +387.4% | +228.2% | +159.2% | +252.5% |
| 10Y | +1,308.9% | +1,895.7% | -586.8% | +595.3% |
| All | +64,642.4% | +15,250.0% | +49,392.4% | +21,996.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling